Schneider National Inc (SNDR)vsTFI International Inc (TFII)
SNDR
Schneider National Inc
$35.24
-2.54%
INDUSTRIALS · Cap: $6.56B
TFII
TFI International Inc
$141.03
-4.55%
INDUSTRIALS · Cap: $12.14B
Smart Verdict
WallStSmart Research — data-driven comparison
TFI International Inc generates 43% more annual revenue ($8.12B vs $5.67B). TFII leads profitability with a 4.1% profit margin vs 1.7%. TFII trades at a lower P/E of 40.7x. TFII earns a higher WallStSmart Score of 54/100 (C-).
SNDR
Hold36
out of 100
Grade: F
TFII
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.7%
Fair Value
$24.40
Current Price
$35.24
$10.84 premium
Intrinsic value data unavailable for TFII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 41.0% YoY
Areas to Watch
ROE of 3.2% — below average capital efficiency
1.7% margin — thin
Operating margin of 2.4%
Expensive relative to growth rate
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book.
Bull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 66.9x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
TFII carries more volatility with a beta of 1.48 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
TFII generates stronger free cash flow (94M), providing more financial flexibility.
Monitor TRUCKING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TFII scores higher overall (54/100 vs 36/100) and 12.4% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
Visit Website →TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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